WANY

Wealthspire Advisors (New York) Portfolio holdings

AUM $19.1B
1-Year Est. Return 13.67%
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
-$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$82.5M
2
+$29M
3
+$24.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$22.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$21.1M

Top Sells

1
+$27.5M
2
+$24.2M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$9.69M
5
SWN
Southwestern Energy Company
SWN
+$6.74M

Sector Composition

1 Technology 2.29%
2 Financials 1.83%
3 Consumer Discretionary 1.11%
4 Healthcare 1.05%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.6M 0.19%
112,592
-34,619
52
$8.28M 0.19%
99,324
+15,953
53
$8.23M 0.19%
+740,100
54
$7.77M 0.17%
328,132
-1,128
55
$7.71M 0.17%
21,842
-4,690
56
$7.58M 0.17%
59,171
-150
57
$7.24M 0.16%
44,638
-10,433
58
$7.19M 0.16%
19,842
+7,029
59
$7.1M 0.16%
71,196
-49
60
$6.89M 0.16%
27,568
+7,691
61
$6.84M 0.15%
56,044
-1,007
62
$6.83M 0.15%
185,388
-3,244
63
$6.72M 0.15%
131,846
+15,206
64
$6.51M 0.15%
40,178
+453
65
$6.26M 0.14%
81,920
+6,628
66
$6.13M 0.14%
83,222
-32,764
67
$5.97M 0.13%
236,116
-51,232
68
$5.89M 0.13%
55,066
+23,544
69
$5.68M 0.13%
91,618
-22,254
70
$5.59M 0.13%
98,097
+39,802
71
$5.57M 0.13%
31,413
-4,825
72
$5.23M 0.12%
37,640
-24,420
73
$4.81M 0.11%
108,134
-3,081
74
$4.7M 0.11%
18,923
-8,623
75
$4.65M 0.1%
36,655
-487
1 2
3
4 5